Godsey & Gibb Inc’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Godsey & Gibb Inc’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-125,125	Closed	-$3.19M	–	169
2021 Q1	$3.19M	Sell	125,125 -4,115	-3%	-$105K	0.39%	45
2020 Q4	$3.31M	Sell	129,240 -955	-0.7%	-$24.4K	0.44%	46
2020 Q3	$3.34M	Buy	130,195 +3,785	+3%	+$97.1K	0.5%	45
2020 Q2	$3.25M	Sell	126,410 -12,255	-9%	-$311K	0.52%	45
2020 Q1	$3.44M	Buy	138,665 +54,735	+65%	+$1.37M	0.65%	41
2019 Q4	$2.12M	Buy	+83,930	New	+$2.12M	0.3%	46

Other funds holding IBDN

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Godsey & Gibb Inc's IBDN Position: Q2 2021 in Review

Godsey & Gibb Inc sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2021, closing a stake of 125,125 shares — an estimated $3.19M sold.

Godsey & Gibb Inc first reported a position in IBDN in Q4 2019 and held it in 6 quarters. The position peaked at $3.44M in Q1 2020. 202 funds tracked by Wall St. Rank hold IBDN as of Q2 2021.

Godsey & Gibb Inc reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
Godsey & Gibb Inc sold 125,125 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2021, an estimated $3.19M.
Godsey & Gibb Inc first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2019 and held it in 6 quarters.
Godsey & Gibb Inc's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $3.44M in Q1 2020.
202 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2021.

Based on Godsey & Gibb Inc's 13F filing for Q2 2021, filed 5 Aug 2021.